Wellspring Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
3,696
+463
| +14% | +$225K | 0.18% | 44 |
|
|
2025
Q1 | $1.72M | Buy |
3,233
+50
| +2% | +$26.6K | 0.19% | 42 |
|
|
2024
Q4 | $1.44M | Buy |
3,183
+63
| +2% | +$28.6K | 0.15% | 48 |
|
|
2024
Q3 | $1.44M | Sell |
3,120
-70
| -2% | -$32.2K | 0.17% | 48 |
|
|
2024
Q2 | $1.3M | Buy |
3,190
+65
| +2% | +$26.4K | 0.18% | 50 |
|
|
2024
Q1 | $1.31M | Buy |
3,125
+364
| +13% | +$153K | 0.21% | 47 |
|
|
2023
Q4 | $985K | Buy |
2,761
+583
| +27% | +$208K | 0.25% | 52 |
|
|
2023
Q3 | $763K | Hold |
2,178
| – | – | 0.22% | 53 |
|
|
2023
Q2 | $743K | Hold |
2,178
| – | – | 0.21% | 51 |
|
|
2023
Q1 | $673K | Sell |
2,178
-395
| -15% | -$122K | 0.2% | 59 |
|
|
2022
Q4 | $795K | Buy |
2,573
+450
| +21% | +$139K | 0.26% | 52 |
|
|
2022
Q3 | $567K | Buy |
2,123
+89
| +4% | +$23.8K | 0.21% | 50 |
|
|
2022
Q2 | $555K | Sell |
2,034
-11
| -0.5% | -$3K | 0.19% | 50 |
|
|
2022
Q1 | $722K | Hold |
2,045
| – | – | 0.21% | 46 |
|
|
2021
Q4 | $611K | Hold |
2,045
| – | – | 0.17% | 52 |
|
|
2021
Q3 | $558K | Hold |
2,045
| – | – | 0.17% | 52 |
|
|
2021
Q2 | $568K | Buy |
2,045
+87
| +4% | +$24.2K | 0.18% | 52 |
|
|
2021
Q1 | $358K | Sell |
1,958
-146
| -7% | -$26.7K | 0.17% | 56 |
|
|
2020
Q4 | $488K | Sell |
2,104
-18
| -0.8% | -$4.18K | 0.17% | 56 |
|
|
2020
Q3 | $452K | Buy |
2,122
+109
| +5% | +$23.2K | 0.18% | 53 |
|
|
2020
Q2 | $359K | Buy |
2,013
+55
| +3% | +$9.81K | 0.15% | 58 |
|
|
2020
Q1 | $358K | Buy |
+1,958
| New | +$358K | 0.17% | 56 |
|